Some people like bike riding. Others like collecting stamps. John likes tax and trusts.
Tax matters to John, because he wants to help
his clients, by giving them the very best
tax advice possible. He can also advise on the merits of establishing a trust, and take care of the trust’s formation and administration.
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Call him on 09 377 1444
John is an expert in trust matters. He can advise on the merits of establishing a trust, and will take care of the formation and management.
There are a number of reasons for establishing a trust:
* Protecting your assets against unexpected business debts or financial misfortune.
* Asset protection should you require residential care in the future.
* Protecting your assets against relationship property claims.
* Inheritance and estate planning. This may be appropriate where there are children from a previous relationship.
* Provide confidentiality about your financial interests and in some cases independence.
* Tax minimisation in certain circumstances.
Trusts can be formed for as little as $1,000 (Plus GST).
Contact John for further information.
“John, we would like to thank you for all your help and support given to us during the launch of our business. It is very much appreciated. Your calm and professional approach in overcoming the many obstacles made the whole process much easier. Thank you very much!”
We strive to deliver the very highest levels of service to our clients.
Your feedback helps us to achieve that.
We would appreciate your comments.
111 Newton Road,
Newton, Auckland 1010
PO Box 8950,
Symonds St, Auckland.
Phone 09 630 6544
Fax 09 630 6547
314 Maunganui Road, Mt Maunganui
PO Box 4242, Mt Maunganui South 3149
Phone 07 575 6559
Fax 07 572 5535
Mobile 021 122 8449
20 Park Street, Tauranga 3110
P O Box 4242, Mount Maunganui South 3149.
Phone 07 577 6600
Fax 07 577 6687
Mobile 027 746 6204
9 Strawbridge Square, Stoke, Nelson
P.O. Box 2345, Stoke, Nelson 7041
Phone 03 547 7995
Fax: 03 547 9946
23 Wallace Street Motueka
PO Box 241, Motueka 7143
Phone 03 528 1003
Fax 03 528 1004
Mobile 027 544 2000
PO Box 984, Whangarei 0140
Ph 09 4343 836 or 021 718 478
Fax 09 4344 224
Phone: 03 5477 995
Fax: 03 5479 946
Phone: 07 575 6559
Fax: 07 572 5535